GOALVEST ADVISORY LLC – iShares Core S&P Small-Cap ETF Transaction History
GOALVEST ADVISORY LLC portfolio value:
$152,000
portfolio value
GOALVEST ADVISORY LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -40.30% | -1.17K shares | -120K | $87.19 | 1.74K |
| Q2 2022 | share | Decrease | -50.85% | -3.01K shares | -368K | $92.41 | 2.91K |
| Q1 2022 | share | Increase | +26.64% | 1.24K shares | 110K | $107.88 | 5.93K |
| Q2 2021 | share | Increase | +3.03% | 138 shares | 36K | $112.47 | 4.68K |
| Q1 2021 | share | Decrease | -1.11% | -51 shares | 71K | $107.8 | 4.55K |
| Q4 2020 | share | Increase | 0.00% | 4.60K shares | 423K | $91.05 | 4.60K |